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"If your employees have questions about the tax treatment of their stock compensation, is a great resource for them."
Barbara Baksa, Executive Director, National Association of Stock Plan Professionals

We are the premier provider of online educational content and tools on stock options, restricted stock, RSUs, ESPPs, and other forms of equity compensation. Our excellence is attested by our awards and media coverage, our US patent, and the praise of people who use the site and license our content. Developed by industry experts, our content and tools remain independent and unbiased, offering professional excellence without conflicts of interest.

All or part of is available for licensing, customization, and integration on a private label or co-branded basis. We call this our Knowledge Center (see how it works in our video tour). All our features can be seamlessly built right into your website. Companies, brokerage firms, financial institutions, third-party stock plan administration providers, consulting firms, and financial advisors are enhancing their websites, participant materials, and newsletters with our expert, highly trusted interactive premium features:

  • engaging articles
  • 800+ FAQs
  • videos and podcasts
  • glossary
  • Global Tax Guide
  • calculators and modeling tools
  • fun, informative quizzes

Companies, financial-services firms, and stock plan providers license our content and tools to educate stock plan participants about the full range of issues in equity compensation. Education is vital for ensuring that stock compensation motivates and retains highly valued employees and executives.

Our Clients

Our licensing clients make stock plan education a key benefit of their offerings. Below is a selection of major stock plan service providers that have licensed our content and have bulk Premium Memberships for staff training/education. Each has a tailored, cost-effective arrangement that adds substantial value to their offering, marketing, and staff development.

Bank of New York Morgan Stanley Smith Barney
Computershare Charles Schwab
Deutsche Bank E*Trade
Optrack Fidelity